JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$711K
3
+$512K
4
AAPL icon
Apple
AAPL
+$420K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$409K

Top Sells

1
+$825K
2
+$342K
3
+$123K
4
T icon
AT&T
T
+$82.5K
5
CL icon
Colgate-Palmolive
CL
+$72.1K

Sector Composition

1 Technology 5.36%
2 Financials 3.68%
3 Communication Services 2.3%
4 Healthcare 2.2%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8K ﹤0.01%
291
-100
602
$8K ﹤0.01%
51
+27
603
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109
604
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317
605
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606
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260
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607
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135
+15
608
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+100
609
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309
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610
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269
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611
$8K ﹤0.01%
50
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612
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613
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-47
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$8K ﹤0.01%
40
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615
$8K ﹤0.01%
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616
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-6
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$8K ﹤0.01%
102
618
$8K ﹤0.01%
73
619
$8K ﹤0.01%
63
+4
620
$8K ﹤0.01%
118
-6
621
$8K ﹤0.01%
216
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622
$8K ﹤0.01%
155
-47
623
$8K ﹤0.01%
74
624
$7K ﹤0.01%
58
+36
625
$7K ﹤0.01%
27
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26 27